Peter J. St. Denis @Pstdenis7
Joined November 2013-
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This is such an interesting point that Powell made yesterday that people missed. He said that "the tariffs are mostly being paid by the companies that sit between the exporter and the consumer... All of those companies and entities in the middle will tell you that they have every…
Yet again, A) Tariffs are taxes. It seems odd to brag about how much revenue your tax hike has raised. Especially for republicans. B) It’s way too early to say prices won’t increase from tariffs. So far it’s happened but mildly. C) But inflation has always been oversold as…
"Alright, let me ask you something, because Intel, folks, Intel’s a big company, a tremendous company, really fantastic. And we’re all wondering—everybody’s talking about it, they’re saying, ‘What happened to those gross margins?’ They were great, they were incredible, they were…
"Alright, let me ask you something, because Intel, folks, Intel’s a big company, a tremendous company, really fantastic. And we’re all wondering—everybody’s talking about it, they’re saying, ‘What happened to those gross margins?’ They were great, they were incredible, they were…
$GLNG There’s nothing significantly new regarding Golar’s earnings, but the strategy remains confirmed. The first step is to order long lead items. Next, acquire an LNG vessel for conversion (unless MK3 is selected), and proceed with FID on the fourth FLNG. Finally, secure a…
Top biotech specialist fund bought a 6.5% stake in $NVCT -- we view this buy as an important endorsement of NXP900. open.substack.com/pub/trufflepig…
Salesforce replaced Exxon Mobil in the Dow on August 31, 2020 Since then, CRM is down 8% and XOM is up 171% Whoops
Mike Pence posting this is crazy.
Also, a reminder that the real problem of tariffs is not that they’re a tax, (we have plenty of taxes and what the mix of them should be is not obvious) rather the problem is trade is good and with tariffs we get less of it. Comparative advantage is real. The whole global pie is…
Also, a reminder that the real problem of tariffs is not that they’re a tax, (we have plenty of taxes and what the mix of them should be is not obvious) rather the problem is trade is good and with tariffs we get less of it. Comparative advantage is real. The whole global pie is…
No free lunch: Atlanta Fed #profit margin survey shows companies are trying to eat #tariffs and squeezing margins. That might constrain headline #inflation but also might hurt #employment.
$AAPL rallying 4% because it might open a US factory is comfortably the dumbest thing I've seen today
In 1990, electric power sourced from natural gas was 327.77 terawatt hours. By 2024, the figure surged to 1,864.87—almost a sixfold increase. There is currently no alternative to natural-gas-fired electricity generation, particularly if the number of data centers keeps growing.
Torsten at Apollo: The 10 biggest stocks have accounted for 54% of the S&P 500 gain since Jan 1, 2021
Going forward AQR will only charge fees in the form of a gratuity.
Enterprise Value per mtpa for LNG Companies. What stands out most to you? $GLNG $VG $LNG
amazingly, "dont pick a fight with a narcissistic billionaire who owns their own social media site" isn't specific enough
This is truly egregious. On May 13th, someone put $25 million in premium, 10,000x volume, in United Health, $UNH, $300 puts expiring 09/19/2025. Then news of DOJ investigating for fraud came out. $UNH dropped, and is down 50% in last month. This trader is up $80 million.…
Since April 11th, $UNH has had a negative impact of nearly 1,800 points on the Dow. Without it, instead of being down 0.7% YTD, it would be up 3.5%.
S&P 500 at the start of the year: 5,881 Now: 5,811 10 year treasury yield at the start of the year: 4.6% Now: 4.5% Boring year
"This is arguably the biggest grift in modern history": Scott Galloway, host of "The Prof G Pod" and "Pivot" podcasts, weighs in on new questions about the Trump family's cryptocurrency ventures.
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